Avidian Wealth Enterprises’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Avidian Wealth Enterprises’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$288K	Sell	3,142 -1,651	-34%	-$151K	0.01%	619
2026 Q2	$439K	Buy	4,793 +344	+8%	+$31.5K	0.01%	508
2026 Q1	$408K	Sell	4,449 -2,208	-33%	-$202K	0.01%	478
2025 Q4	$608K	Buy	6,657 +2,122	+47%	+$194K	0.02%	333
2025 Q3	$416K	Sell	4,535 -440	-9%	-$40.3K	0.02%	408
2025 Q2	$456K	Buy	4,975 +1,863	+60%	+$171K	0.02%	354
2025 Q1	$285K	Sell	3,112 -4,083	-57%	-$374K	0.01%	434
2024 Q4	$658K	Buy	7,195 +1,433	+25%	+$131K	0.03%	250
2024 Q3	$529K	Buy	5,762 +796	+16%	+$72.9K	0.02%	291
2024 Q2	$456K	Sell	4,966 -5,046	-50%	-$462K	0.02%	306
2024 Q1	$919K	Sell	10,012 -8,177	-45%	-$749K	0.04%	180
2023 Q4	$1.66M	Buy	18,189 +3,865	+27%	+$354K	0.1%	124
2023 Q3	$1.32M	Buy	14,324 +4,085	+40%	+$374K	0.09%	135
2023 Q2	$940K	Sell	10,239 -72,947	-88%	-$6.68M	0.06%	187
2023 Q1	$7.64M	Buy	83,186 +3,443	+4%	+$315K	0.42%	56
2022 Q4	$7.29M	Buy	+79,743	New	+$7.3M	0.48%	45

Other funds holding BIL

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

ECM

Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Avidian Wealth Enterprises's BIL Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 34% in Q3 2026, selling an estimated $151K and leaving 3,142 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #619.

Avidian Wealth Enterprises first reported a position in BIL in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.64M in Q1 2023. 67 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Avidian Wealth Enterprises held 3,142 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $288K as of Q3 2026.
Avidian Wealth Enterprises sold 1,651 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $151K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #619 holding.
Avidian Wealth Enterprises first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 16 quarters since.
Avidian Wealth Enterprises's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.64M in Q1 2023.
67 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.